IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.93B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,849
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$17.7M
3
+$13.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.2M

Top Sells

1
+$18.9M
2
+$15.6M
3
+$10.5M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.7M
5
BBWI icon
Bath & Body Works
BBWI
+$6.29M

Sector Composition

1 Technology 3.91%
2 Financials 2.22%
3 Consumer Discretionary 2.04%
4 Healthcare 1.72%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$79K ﹤0.01%
723
-60
1277
$78K ﹤0.01%
1,990
1278
$78K ﹤0.01%
2,616
+152
1279
$78K ﹤0.01%
2,511
-2,512
1280
$78K ﹤0.01%
878
+640
1281
$78K ﹤0.01%
1,865
-57
1282
$78K ﹤0.01%
1,725
+795
1283
$77K ﹤0.01%
2,070
-123,760
1284
$77K ﹤0.01%
246
+161
1285
$77K ﹤0.01%
370
+15
1286
$77K ﹤0.01%
+1,497
1287
$77K ﹤0.01%
2,311
+2,211
1288
$77K ﹤0.01%
2,103
+155
1289
$76K ﹤0.01%
199
+78
1290
$76K ﹤0.01%
324
-2
1291
$76K ﹤0.01%
1,702
-834
1292
$76K ﹤0.01%
699
-203
1293
$76K ﹤0.01%
484
+15
1294
$76K ﹤0.01%
1,003
1295
$76K ﹤0.01%
1,980
+1,940
1296
$75K ﹤0.01%
15,000
+5,000
1297
$75K ﹤0.01%
488
-34
1298
$75K ﹤0.01%
2,055
+275
1299
$75K ﹤0.01%
2,808
-566
1300
$75K ﹤0.01%
4,482
+182
50 51
52
53 54